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VSCAX vs VSOIX
VSCAX vs VSOIX Comparison
Open Charts VSCAX vs VSOIX
Invesco Small Cap Value A
Price$23.48
Change-$0.06 (-0.25%)
VolumeN/A
Net Assets6.78B
Victory Sycamore Small Company Opp I
Price$44.63
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets5.64B
VSCAX vs VSOIX Comparison Chart in %
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VSCAX vs. VSOIX commentary
Jul 01, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is VSCAX is a StrongBuy and VSOIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.78B vs. VSOIX (5.64B). VSOIX pays higher dividends than VSCAX: VSOIX (0.88) vs VSCAX (0.37). VSCAX was incepted earlier than VSOIX: VSCAX (26 years) vs VSOIX (18 years). VSCAX (1.12) is less costly to investors than VSOIX (0.89). VSCAX is a more actively managed with annual turnover of: 40.00 vs. VSOIX (37.00). VSCAX has a lower initial minimum investment than VSOIX: VSCAX (1000) vs VSOIX (2000000). VSCAX annual gain was more profitable for investors over the last year : 4.01 vs. VSOIX (-4.41). VSCAX return over 5 years is better than : 135.12 vs. VSOIX (31.91).
| VSCAX | VSOIX | VSCAX / VSOIX | |
| Total Expense Ratio | 1.12 | 0.89 | 126% |
| Annual Report Gross Expense Ratio | 1.12 | 0.89 | 126% |
| Fund Existence | 26 years | 18 years | - |
| Gain YTD | -0.128 | -5.385 | 2% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.78B | 5.64B | 120% |
| Annual Yield % from dividends | 0.37 | 0.88 | 42% |
| Returns for 1 year | 4.01 | -4.41 | -91% |
| Returns for 3 years | 36.88 | 0.17 | 22,285% |
| Returns for 5 years | 135.12 | 31.91 | 423% |
| Returns for 10 years | 15.84 | 16.54 | 96% |
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